Physicians & Healthcare
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Teachers & Educators
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We believe that EVERYONE needs to have an informed, coordinated personal financial plan. The plan should reflect the values and aspirations of the individual, or couple. An objective and insightful planning adviser can add wisdom and efficiency to the process. With regard to investment policy, our emphasis is on helping our clients manage risks – all of them. We have studied capital markets for many years. Our experience can help our clients understand the likely results of their investment choices and avoid unnecessary volatility. We believe that in a personal service business, small is beautiful. Big businesses can have difficulty delivering truly individualized services. Our business is personal. We know our clients. Small and well-connected is really beautiful. Delivering excellent client service in the 21st century requires relationships with strategic associates, such as SS&C Technologies/Black Diamond Wealth Management Platform/Salesforce CRM, Schwab Institutional, RightCapital, Morningstar Direct Advisory Suite, iRebal, Microsoft 365 and Teams. Our associates become your associates, our resources become your resources. Our approach to personal service is…personal. Your situation, your goals, and your values are unique. The best answers to your questions are those which recognize your uniqueness.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.